Create New Appointment Type

This guide will walk you through the process of creating a new appointment type in your clinic management system. Appointment types define the services you offer, their duration, pricing, and associated requirements.

Prerequisites

Before creating appointment types, ensure you have:

• Admin access to your clinic management system
• Provider(s) created
• Form templates created

Step 1: Access Appointment Types

1. Navigate to your clinic management dashboard
2. Click on Clinic Management in the main menu
3. Select the Appointment Types tab

Appointment Types Tab

Step 2: Create New Appointment Type

1. Click the "New Appointment Type" button to start creating a new appointment type

New Appointment Type Button

Step 3: Fill in Basic Information

Enter the following information for your new appointment type, here are some examples:

• Name: "New Appointment Type Demo"
• Price: $100
• Duration: 60 minutes
• Description: "This is the description of a new appointment type!"

Use the Tab key to navigate between fields efficiently.

Basic Information Form

Field Descriptions

Step 4: Select Providers

Choose which providers will be available for this appointment type:

1. Review the list of available providers
2. Check the boxes next to providers who can perform this service
3. Consider provider specialties and availability when making selections

Provider Selection

Step 5: Configure Required Forms

Select the forms that patients must complete when booking this appointment type:

1. Review available form templates
2. Select forms that are relevant to this service
3. Common forms include:
   • Patient intake forms
   • Medical history questionnaires
   • Consent forms

Form Selection

Step 6: Publish the Appointment Type

1. Click the "Publish" button to make the appointment type visible in your widget
2. This step makes the appointment type available for booking by patients

Publish Button

Step 7: Create and Verify

1. Click "Create" to finalize the appointment type
2. Your new appointment type will appear in the appointment types list
3. Verify all information is correct

Created Appointment Type

Step 8: Widget Integration

Once published, your new appointment type will be visible and bookable by widget users on your website.

Widget Display

Best Practices

Naming Conventions

• Use clear, descriptive names
• Include duration in the name if helpful (e.g., "30-Minute Follow-up")
• Avoid abbreviations that patients might not understand

Provider Assignment

• Only assign providers who are qualified for the service
• Consider provider availability and scheduling preferences
• Review assignments regularly as your team changes

Troubleshooting

Common Issues

Issue: Appointment type not appearing in widget

1. Ensure the appointment type is published
2. Check that providers are assigned
3. Verify widget settings are configured correctly

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Last updated: July 15, 2024
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